The ESOP Association

ESOP Association Resources

Blog
Nov. 30
Enabling employees to earn and hold a stake in the company where they work has been a central element of the American economy for more than 200 years.
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ESOP Report, Legal Update, Ownership Advantage, Foundation, EOF, Valuation, Resource
Nov. 01
A new era begins for Employee Ownership Foundation fundraising.
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ESOP Blog, Employee Ownership Foundation, ESOP Research, Employee Ownership Month, Blog, Resource
Oct. 03
In some ways, the benefits of having an ESOP are obvious: Tax benefits for S and C corps probably are at the top of the list, followed closely by increased employee engagement and productivity.

In other areas, research is constantly finding new and important ways that companies benefit from having an ESOP. Here are just some reasons that have been brought to light by recent research.
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ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
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ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
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ESOP Report, Legal Update, Ownership Advantage, Washington Report, Wealth Distribution, Valuation, Social Media, Plan Records, Resource
Jan. 01

A pro-ESOP bill is introduced in the Senate.  
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ESOP Brief, Repurchase Obligation, Valuation, Recycle, Redeem, Resource
Dec. 20
This ESOP Brief explains how an ESOP company’s repurchase obligation should be understood and managed, and how the repurchase obligation associated with the ESOP should be reflected in the valuation.
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ESOP Brief, Valuation, Adequate Consideration, Resource
Dec. 19
This Brief answers important questions you may have about ESOP stock valuation, including who may value a stock and how valuations occur.
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ESOP Brief, Fair Market Value, Economic Value, Valuation, Distributions, Repurchase Obligation, Resource
Dec. 19
A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.
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ESOP Report, Resource, Legal Update, Ownership Advantage, PBGC, Washington Report, ESOP PAC, Valuation, Lifetouch, Culture, AACE
Dec. 01
Deadlines loom for AACE and EOM Poster competitions.
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